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Roman Michael Frenkel

CV ADVISORS LLC·AVENTURA, Florida
Unclaimed Profile
19495 BISCAYNE BOULEVARD, AVENTURA, FL 33180CRD# 4320990Firm CRD# 164817
01

About

Roman Michael Frenkel is a registered financial advisor based in AVENTURA, Florida, affiliated with CV ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
CV ADVISORS LLC
CV ADVISORS LLC
AUM
$9.7B
Regulatory assets under management
Employees
56
Total firm employees
View all advisors at CV ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4320990
Firm CRD# 164817
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Roman Michael Frenkel offer?
Roman Michael Frenkel specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in AVENTURA, Florida for a consultation.
What are Roman Michael Frenkel's credentials?
Roman Michael Frenkel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roman Michael Frenkel located?
Roman Michael Frenkel is based in AVENTURA, Florida, working with CV ADVISORS LLC. Their office serves clients in the AVENTURA metropolitan area and surrounding communities.
How does Roman Michael Frenkel charge for services?
Roman Michael Frenkel's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CV ADVISORS LLC?
CV ADVISORS LLC has approximately 56 employees and manages $9.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in AVENTURA
David Blatt — CSP ADVISOR LPLawrence Joseph Pross — EPIPHANLY ADVISORY, LLCBeatriz Gutierrez Junco — CV ADVISORS LLCSteven Alan Wagner — OMNIA FAMILY WEALTH, LLCTara Lynn Antal — TCA FUND MANAGEMENT GROUP CORP.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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